Profiles are a core concept within the Liveforce platform and are used to manage the data collected on your workforce.
Companies can have one Profile or multiple Profiles setup on their account.
A Profile represents a group of people in your workforce that you need to collect the same data from, and manage in the same way.
Profile data can be customised and different for each Profile.
Each Profile also has a set of options and settings that only relate to Crew who belong to that Profile. This includes requiring Crew to check-in at the start of a job, calculate holiday pay, or having the expenses feature turned on.
For example, you might have one Profile for all your full-time staff that occasionally work on delivering events, and another Profile for all your freelancers that are hired on a project basis.
You may need to collect very little data on your full-time staff as this would be managed in a different piece of software. And you don’t expect full-time staff to have to check-in on site at the start of the job.
However, you’ll need to collect a lot more data from your freelancers including work experience, payment details, and information about what skills they have to recruit and hire them. And you require them to check in at the start of the job and check out at the end of a job.
Other examples of how to use Profiles include:
Using volunteer staff and paid staff.
Having one Profile for all your employed staff, and another for all your self-employed staff.
Or Profiles for Crew based in different countries.
Having Profiles for each group makes sure you’re collecting the correct data and managing them in the most appropriate ways.
Profiles are managed by going to PLATFORM SETTINGS > PROFILES section.
By default there are two profiles. Employed Crew and Self-employed Crew.
Click on a profile name to edit a profile.
To change a profile name. Click in the text box and edit.
As always, remember to click SAVE when finished.
Each profile has its own settings, profile data and reports pages. This information is vital for the system to recognize and differentiate between employees.
These can be customised to suit the company's needs and can be accessed from the sub-navigation menu.
The SETTINGS page is where various profile settings can be edited for use with this profile throughout the platform.
The DATA page can be customised to collect data on the selected profile.
This is the data that can be viewed and edited by Admin in a Crews profile on the Workforce page and also in the Crews profile page in the Crew app.
The REPORTS page is where you can customise the data that you require for this profile to display in Payment Reports and where you can customise for export to your payroll software.
